Baldwin Insurance Company Leadership

BWIN Stock   20.87  0.86  4.30%   
Baldwin Insurance employs about 5 K people. The company is managed by 22 executives with a total tenure of roughly 11562 years, averaging almost 525.0 years of service per executive, having 225.23 employees per reported executive. For The Baldwin Insurance, management analysis can help investors test whether leadership decisions are reinforcing the broader investment thesis or creating new operating risk. Used properly, management analysis helps separate durable execution from results that may only reflect a supportive market cycle.
Baldwin Insurance has market cap of 1.94 B, operating margin of -2.57%, ROE of -5.17%. Review Trending Equities for broader portfolio context. This reflects a position in The Baldwin Insurance within the portfolio mix. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Baldwin Insurance's latest congressional trading

Trading activity by members of Congress in The Baldwin Insurance is closely watched because transparency, timing, and public trust all matter when elected officials buy or sell public securities. The practical value comes from transparency: investors can compare timing, trade size, and subsequent price action without relying on rumor.
2025-10-16Representative Josh GottheimerAcquired under $15,000Verify

Baldwin Insurance Management Team Effectiveness

The company has return on total asset (ROA) of 1.46 % suggesting that asset deployment is earning returns that cover operational costs. This is below expected levels for the industry. Similarly, it shows a return on stockholder's equity (ROE) of -5.17 %, meaning that equity holders received a negative return on their investment.

Baldwin Stock Ownership Analysis

About 85.0% of the company shares are held by institutions such as insurance companies. The book value of Baldwin Insurance was currently reported as 8.36. The company recorded a loss per share of 0.5. Baldwin Insurance had not issued any dividends in recent years.

Baldwin Insurance Insider Trading Activities

Insider trading disclosures for The Baldwin Insurance offer a structured way to watch how people closest to the business are behaving while expectations change across the market. Current market capitalization is about 1.94 Billion. Used properly, these records are better for context than for blind buy-or-sell signals.
 
Elizabeth Krystyn few days ago
Disposition of 29431 shares by Elizabeth Krystyn of Baldwin Insurance at 21.25 subject to Rule 16b-3
 
Sparks Paul Eugene over a week ago
Acquisition by Sparks Paul Eugene of 15200 shares of Baldwin Insurance at 22.1 subject to Rule 16b-3
 
Bigh, Llc over a week ago
Disposition of 35000 shares by Bigh, Llc of Baldwin Insurance subject to Rule 16b-3
 
Trevor Baldwin over two weeks ago
Disposition of 17157 shares by Trevor Baldwin of Baldwin Insurance at 16.57 subject to Rule 16b-3
 
Lowry Baldwin over a month ago
Disposition of 50000 shares by Lowry Baldwin of Baldwin Insurance subject to Rule 16b-3
 
Roche James Morgan over two months ago
Disposition of 100000 shares by Roche James Morgan of Baldwin Insurance at 24.2 subject to Rule 16b-3
 
Roche James Morgan over two months ago
Disposition of 60000 shares by Roche James Morgan of Baldwin Insurance at 23.34 subject to Rule 16b-3
 
Trevor Baldwin over six months ago
Disposition of 24180 shares by Trevor Baldwin of Baldwin Insurance at .99 subject to Rule 16b-3
 
Bigh, Llc over six months ago
Disposition of 50000 shares by Bigh, Llc of Baldwin Insurance subject to Rule 16b-3
 
Lowry Baldwin over six months ago
Disposition of 31250 shares by Lowry Baldwin of Baldwin Insurance subject to Rule 16b-3
 
Trevor Baldwin over six months ago
Disposition of 12240 shares by Trevor Baldwin of Baldwin Insurance at 40.03 subject to Rule 16b-3
 
Sullivan Chris Thomas over six months ago
Disposition of 4250 shares by Sullivan Chris Thomas of Baldwin Insurance subject to Rule 16b-3

Baldwin Insurance Outstanding Bonds

Reviewing The Baldwin Insurance bond obligations helps investors understand how much of the business is financed with fixed-income capital rather than purely with equity. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
The majority of Baldwin Insurance's outstanding shares are owned by institutional investors. Institutional investors such as pension funds, mutual funds, and asset managers typically hold large positions as part of their investment mandates, managing money on behalf of clients or beneficiaries. As a result, they are subject to reporting requirements and oversight rules - such as 13F filings and position disclosure thresholds - that do not apply to individual retail investors. Institutional investors hold approximately 85% of Baldwin Insurance's outstanding shares, with insiders holding 1% and 14% in the public float.

Baldwin Stock Holders Distribution

Institutional ownership analysis for The Baldwin Insurance matters because banks, hedge funds, pension plans, and other professional investors can influence price and liquidity more forcefully than smaller holders. This matters because getting in early on a sponsorship cycle may help, but getting caught near a large-holder exit can have the opposite effect.

Baldwin Insurance Workforce Comparison

The Baldwin Insurance ranks as the leading stock in number of employees category among its top compatitors. The total workforce of Financials industry is currently estimated at about 19,718. Baldwin Insurance totals roughly 4,955 in number of employees claiming about 25% of equities under Financials sector.
The company has Profit Margin (PM) of -2.0 %, which may reflect temporary margin compression under competitive pressure. This trails well behind sector averages. Similarly, it shows Operating Margin (OM) of -3.0 %, which entails that for every 100 dollars of sales, it had a net operating shortfall of $3.0.

Baldwin Insurance Insider Trading History

Insider trading disclosures for The Baldwin Insurance offer a structured way to watch how people closest to the business are behaving while expectations change across the market. Current market capitalization is about 1.94 Billion. Used properly, these records are better for context than for blind buy-or-sell signals.

Baldwin Insurance Notable Stakeholders

Stakeholders matter for Baldwin Insurance because not every influential participant is a shareholder acting with the same objective or time horizon. This becomes more informative when investors want to understand not just ownership, but influence, incentives, and strategic pressure points.
Laura ShermanCofounderProfile
Elizabeth KrystynCoFounderProfile
Jim RocheCEO PresidentProfile
Trevor BaldwinCEO CoFounderProfile
Lowry BaldwinCoFounder ChairmanProfile
Ryan ShinklePresident DevelopmentProfile
Brian SchultzPresident MarketsProfile
Kelly NashPresident StrategyProfile
David RobinsonPresident GrayProfile
Daniel GalbraithPresident OperationsProfile
Austin RockPresident SolutionsProfile
David SmithPresident SolutionsProfile
Erin KingChief OfficerProfile
Rachel DeAngeloCommunications ManagerProfile
Seth CohenGeneral SecretaryProfile
Bradford HaleChief OfficerProfile
Rajasekhar KalahasthiChief OfficerProfile
Bonnie BishopExecutive RelationsProfile
Bradford CPAChief OfficerProfile
Corbyn LichonChief OfficerProfile
Michael RobinsonRegional RogersGrayProfile
Richard TalloChief OfficerProfile

About Baldwin Insurance Management

Baldwin Insurance Workforce Analysis

Investors reviewing The Baldwin Insurance can use workforce efficiency as another lens on execution, especially when comparing similar businesses in the same industry. A disciplined workforce review can reveal whether execution quality is improving beneath the top-line numbers.

Baldwin Insurance Manpower Efficiency

Return on Baldwin Insurance Manpower

Revenue Per Employee303.7K
Revenue Per Executive68.4M
Net Loss Per Employee10.9K
Net Loss Per Executive2.5M
Working Capital Per Employee33.7K
Working Capital Per Executive7.6M

More Resources for Baldwin Stock Analysis

Understanding Baldwin Insurance typically begins with financial statements and long-term trend review. Ratio context helps frame profitability, efficiency, and growth trends for The Baldwin Insurance Stock. Outlined below are key reports that provide context for The Baldwin Insurance Stock:
Baldwin Insurance has market cap of 1.94 B, operating margin of -2.57%, ROE of -5.17%. Review Trending Equities for broader portfolio context. This reflects a position in The Baldwin Insurance within the portfolio mix. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Analysis related to Baldwin Insurance should be read together with other portfolio and risk tools before capital is reallocated. That is especially important when the goal is to improve the overall mix of instruments already held. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Baldwin Insurance market price can diverge from book value, the accounting figure shown on Baldwin balance sheet. Baldwin Insurance's market capitalization is 1.94 B. With a P/B ratio of 3.23, the market values Baldwin Insurance well above its book equity. Enterprise value stands at 3.58 B. Intrinsic value represents an estimate of underlying worth and can differ from both market price and book value. Valuation methods compare these perspectives to frame context.
It is useful to distinguish Baldwin Insurance's value from its trading price, which are computed with different methods. For Baldwin Insurance, key inputs include a P/B ratio of 3.23, a profit margin of -2.25%, ROE of -5.17%, and revenue of 1.5 B. The quoted price is simply the exchange level where supply meets demand.